Complex Institution Liquidity Monitoring Report OMB Number 7100-0361

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I.U.4: Excess Operational Balances

Report Date Reporting Entity PID Product Currency Converted Maturity Bucket Forward Start Amount Forward Start Bucket Internal Counterparty Business Line Counterparty G-SIB Maturity Amount Maturity Optionality Effective Maturity Bucket Encumbrance Type Internal Risk Weight
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 25 None Non-Regulated Fund 1665909.64 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 26 None Liberty International Finance Ltd. Non-Regulated Fund 3740737.87 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 27 None Liberty International Finance Ltd. Non-Regulated Fund 4021064.11 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 28 None Non-Regulated Fund 2353979.48 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 29 None Liberty National Bank Non-Regulated Fund 840402.41 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 30 None Liberty Mortgage Services Corp. Non-Regulated Fund 4294562.97 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 31 None Non-Regulated Fund 3675874.28 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 32 None Liberty Wealth Management LLC Non-Regulated Fund 3274699.24 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 33 None Liberty Mortgage Services Corp. Non-Regulated Fund 3633413.51 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 34 None Liberty International Finance Ltd. Non-Regulated Fund 695323.09 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 35 None Liberty National Bank Non-Regulated Fund 3903625.71 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 36 None Liberty National Bank Non-Regulated Fund 1164745.00 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 37 None Non-Regulated Fund 820111.66 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 38 None Liberty Wealth Management LLC Non-Regulated Fund 2865108.34 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 39 None Non-Regulated Fund 3382266.08 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 40 None Liberty International Finance Ltd. Non-Regulated Fund 449738.80 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 41 None Non-Regulated Fund 4461862.25 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 42 None Liberty Wealth Management LLC Non-Regulated Fund 646512.51 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 43 None Liberty Wealth Management LLC Non-Regulated Fund 3083049.00 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 44 None Non-Regulated Fund 2267944.12 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 45 None Liberty Wealth Management LLC Non-Regulated Fund 2671060.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 46 None Liberty Mortgage Services Corp. Non-Regulated Fund 3910140.68 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 47 None Liberty National Bank Non-Regulated Fund 3681718.88 Yes None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 48 None Non-Regulated Fund 4432305.06 No None
2025-10-13 Liberty Capital Markets Inc. I.U.4 Excess Operational Balances USD Day 49 None Non-Regulated Fund 4490354.48 No None